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QuickBooks Online Advanced supports more users, has more advanced reports, and includes premium support. Pay annually and save 50% off.
In this QuickBooks Online Advanced tutorial, we show you how to set up a new customer. We walk through adding a new customer step by step, as well as set preferences like title, display name, etc. You can also set up a customer as a sub-customer (similar to setting up a job) which is helpful for reporting. You'll also have the option to set notes, tax info, payment and billing, set language and more.
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